AltMountain

Carters Lake Fund LLC

Atlanta, GA · CIK 1693040 · Sponsor: Piedmont Private Equity Manager, LLC
Status: no Form D since Jan 2017. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Carters Lake Fund LLC is a real estate fund based in Atlanta, Georgia. According to its most recent Form D, filed Jan 9, 2017, it has sold $3,594,000 of interests to 38 investors since its first sale in Nov 2016. The minimum investment it accepts from an outside investor is $23,960. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Mark Sofge; Piedmont Private Equity Manager, LLC.

Total raised
$3,594,000Cumulative sales reported on Form D
Investors
38
First sale
Nov 2, 2016
Minimum investment
$23,960
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Mark Sofge; Piedmont Private Equity Manager, LLC
Latest Form D
Jan 9, 2017

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Carters Lake Fund LLC

What is the minimum investment for Carters Lake Fund LLC?

According to its latest Form D, filed Jan 9, 2017, the minimum investment Carters Lake Fund LLC accepts from an outside investor is $23,960.

Who can invest in Carters Lake Fund LLC?

Carters Lake Fund LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Carters Lake Fund LLC raised?

Carters Lake Fund LLC reports $3,594,000 sold from 38 investors on its Form D filed Jan 9, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is Carters Lake Fund LLC based?

Carters Lake Fund LLC is based in Atlanta, Georgia.

When did Carters Lake Fund LLC launch?

Carters Lake Fund LLC reports its first sale in Nov 2016.

Size compared with every real estate fund

Raised more than 73% of the 494 real estate funds based in Georgia, and more than 59% of all 7,351 that report sales.

Other programs from Piedmont Private Equity Manager, LLC

All 32 funds from this sponsor

More real estate funds in Atlanta

Similar-size real estate funds in Georgia

All real estate funds in Georgia